SWM
PPI

Silverlake Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Silverlake Wealth Management’s Portfolio PPI Stock Details PPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Sell
67,276
-5,937
-8% -$128K 0.27% 109
2026
Q1 		$1.52M Buy
73,213
+12,419
+20% +$256K 0.32% 97
2025
Q4 		$1.13M Buy
60,794
+18,383
+43% +$342K 0.25% 115
2025
Q3 		$777K Buy
42,411
+20,863
+97% +$359K 0.19% 138
2025
Q2 		$352K Buy
+21,548
New +$324K 0.1% 214

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

Silverlake Wealth Management's PPI Position: Q2 2026 in Review

Silverlake Wealth Management reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 8.1% in Q2 2026, selling an estimated $128K and leaving 67,276 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #109.

Silverlake Wealth Management first reported a position in PPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2026. 56 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Silverlake Wealth Management held 67,276 shares of AXS Astoria Inflation Sensitive ETF worth $1.43M as of Q2 2026.
  • Silverlake Wealth Management sold 5,937 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $128K.
  • AXS Astoria Inflation Sensitive ETF made up 0.27% of Silverlake Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Silverlake Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2025 and has held it in 5 quarters since.
  • Silverlake Wealth Management's AXS Astoria Inflation Sensitive ETF position peaked at $1.52M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.